WR
Wendy R ShermanExec
Level II Department of State · 2021-05 → 2023-04
- Chamber
- Executive branch
- Agency
- Department of State
- Party
- —
- State
- —
- Trades
- 45 (26 buys · 19 sells)
- Estimated volume
- $1.5M
- Late filings
- —
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
45 of 45
—Massachusetts St WtrRes Auth Green
—Weston Mass Genl Oblig
—Massachusetts St Consolidated LN Genl Oblig Ser-C
WR
Wendy R Sherman
Level II Department of State
Buy$50K-100K
US-TBILLUnited States Treasury Bill
WR
Wendy R Sherman
Level II Department of State
Buy$100K-250K
—New Bedford Mass Genl Oblig
WR
Wendy R Sherman
Level II Department of State
Sell$100K-250K
—Massachusetts St Dev Fin Agy Rev
WR
Wendy R Sherman
Level II Department of State
Buy$50K-100K
—Quincy Mass Genl Oblig Ser-C
WR
Wendy R Sherman
Level II Department of State
Sell$50K-100K
—Massachusetts St Transn Fd Rev
WR
Wendy R Sherman
Level II Department of State
Buy$50K-100K
—ISHARES 3-7 YR Treasury BD EFT
WR
Wendy R Sherman
Level II Department of State
Sell$50K-100K
—ISHARES CORE U.S. AGGREGATE
—VANGUARD SHORT TERM BND
—iShares Core Total USD Bond Market ETF
—CONS STAPLES SEL SECT SPDR FD
—ISHARES CORE TOTAL BOND ETF
—SCWAB U.S. LARGE-CAP VALUE
—WCM FOCUSED INTL GWTH INST
—AQR MNGD FUTURES STRAT 1
WR
Wendy R Sherman
Level II Department of State
Sell$15K-50K
—AQR MNGD FUTURES STRAT 1
—T ROWE PRICE BLUE CHIP GR
—Orange Mass Genl Oblig
—iShares Core Total USD Bond Market ETF
—SPDR Portfolio S&P 600 Small Cap ETF
—Invesco Premier Inst
—WCM Focused Intl GWTH Inst
—Massachusetts ST WTR RES AUTH GREEN
CIPIXChamplain Mid Cap Fund Institutional Shares
—WCM Focused Intl Gwth Inst
—Vanguard Dividend Appreciation xx
—IShares Edge MSCI US Momentum xx
—Matthews Asia Dividend Inst xx
—IShares Russell Midcap V ETF
—Schwab US DVD Equity ETF
—WCM Focused Intl Gwth Inst
—WCM Focused Intl Grth Inst
—IShares Edge MSCI Min Vol Emer
WR
Wendy R Sherman
Level II Department of State
Buy$50K-100K
—Massachusetts St Transn FD Rev
WR
Wendy R Sherman
Level II Department of State
Sell$50K-100K
—SPDR GOLD TR GOLD SHS
—SPDR Gold TR Gold SHS
WR
Wendy R Sherman
Level II Department of State
Sell$15K-50K
—SPDR Gold TR Gold SHS
WR
Wendy R Sherman
Level II Department of State
Sell$15K-50K
—Blackrock Health Science Opp 1
WR
Wendy R Sherman
Level II Department of State
Sell$50K-100K
—Vanguard Health Care INV
WR
Wendy R Sherman
Level II Department of State
Sell$15K-50K
—Vanguard Health Care INV
WR
Wendy R Sherman
Level II Department of State
Sell$15K-50K
—Matthews Asia Divident Inv Class IV Share
—Matthews Asia Dividend Inst Class 1 Share
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
WR Wendy R Sherman Level II Department of State | — | Massachusetts St WtrRes Auth Green | Buy | $1K-15K | 2023-04-20 | 2023-12-22 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Weston Mass Genl Oblig | Buy | $1K-15K | 2022-12-15 | 2023-02-07 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Massachusetts St Consolidated LN Genl Oblig Ser-C | Buy | $15K-50K | 2022-11-29 | 2022-12-23 | — | — | |
WR Wendy R Sherman Level II Department of State | United States Treasury Bill | Buy | $50K-100K | 2022-11-03 | 2022-12-09 | — | — | ||
WR Wendy R Sherman Level II Department of State | — | New Bedford Mass Genl Oblig | Buy | $100K-250K | 2022-09-29 | 2022-12-06 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Massachusetts St Dev Fin Agy Rev | Sell | $100K-250K | 2022-09-21 | 2022-12-06 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Quincy Mass Genl Oblig Ser-C | Buy | $50K-100K | 2022-09-15 | 2022-12-06 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Massachusetts St Transn Fd Rev | Sell | $50K-100K | 2022-09-13 | 2022-12-06 | — | — | |
WR Wendy R Sherman Level II Department of State | — | ISHARES 3-7 YR Treasury BD EFT | Buy | $50K-100K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | ISHARES CORE U.S. AGGREGATE | Sell | $50K-100K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | VANGUARD SHORT TERM BND | Buy | $1K-15K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | iShares Core Total USD Bond Market ETF | Buy | $15K-50K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | CONS STAPLES SEL SECT SPDR FD | Buy | $1K-15K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | ISHARES CORE TOTAL BOND ETF | Buy | $1K-15K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | SCWAB U.S. LARGE-CAP VALUE | Buy | $1K-15K | 2022-09-30 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | WCM FOCUSED INTL GWTH INST | Sell | $1K-15K | 2022-09-29 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | AQR MNGD FUTURES STRAT 1 | Sell | $1K-15K | 2022-09-29 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | AQR MNGD FUTURES STRAT 1 | Sell | $15K-50K | 2022-09-29 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | T ROWE PRICE BLUE CHIP GR | Sell | $1K-15K | 2022-09-29 | 2022-11-03 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Orange Mass Genl Oblig | Buy | $1K-15K | 2022-03-03 | 2022-05-10 | — | — | |
WR Wendy R Sherman Level II Department of State | — | iShares Core Total USD Bond Market ETF | Sell | $1K-15K | 2022-02-02 | 2022-03-23 | — | — | |
WR Wendy R Sherman Level II Department of State | — | SPDR Portfolio S&P 600 Small Cap ETF | Sell | $1K-15K | 2022-02-02 | 2022-03-23 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Invesco Premier Inst | Sell | $1K-15K | 2022-02-01 | 2022-03-23 | — | — | |
WR Wendy R Sherman Level II Department of State | — | WCM Focused Intl GWTH Inst | Sell | $1K-15K | 2022-02-01 | 2022-03-23 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Massachusetts ST WTR RES AUTH GREEN | Buy | $15K-50K | 2022-01-04 | 2022-03-08 | — | — | |
WR Wendy R Sherman Level II Department of State | Champlain Mid Cap Fund Institutional Shares | Buy | $15K-50K | 2021-08-17 | 2021-08-31 | — | — | ||
WR Wendy R Sherman Level II Department of State | — | WCM Focused Intl Gwth Inst | Buy | $15K-50K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Vanguard Dividend Appreciation xx | Buy | $15K-50K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | IShares Edge MSCI US Momentum xx | Buy | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Matthews Asia Dividend Inst xx | Buy | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | IShares Russell Midcap V ETF | Buy | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Schwab US DVD Equity ETF | Buy | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | WCM Focused Intl Gwth Inst | Buy | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | WCM Focused Intl Grth Inst | Buy | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | IShares Edge MSCI Min Vol Emer | Sell | $1K-15K | 2021-08-17 | 2021-08-31 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Gardner Mass Genl Oblig | Buy | $15K-50K | -- | 2021-08-28 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Massachusetts St Transn FD Rev | Buy | $50K-100K | 2021-06-24 | 2021-08-27 | — | — | |
WR Wendy R Sherman Level II Department of State | — | SPDR GOLD TR GOLD SHS | Sell | $50K-100K | 2021-05-19 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | SPDR Gold TR Gold SHS | Sell | $1K-15K | 2021-05-19 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | SPDR Gold TR Gold SHS | Sell | $15K-50K | 2021-05-19 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Blackrock Health Science Opp 1 | Sell | $15K-50K | 2021-05-19 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Vanguard Health Care INV | Sell | $50K-100K | 2021-05-18 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Vanguard Health Care INV | Sell | $15K-50K | 2021-05-17 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Matthews Asia Divident Inv Class IV Share | Sell | $15K-50K | 2021-05-07 | 2021-07-20 | — | — | |
WR Wendy R Sherman Level II Department of State | — | Matthews Asia Dividend Inst Class 1 Share | Buy | $15K-50K | 2021-05-07 | 2021-07-20 | — | — |